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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (18156)12/10/2003 10:01:26 PM
From: Spekulatius  Read Replies (1) of 78764
 
Portfolio update - CAJ, BPT
- taking advantage of the drop below 24$ and covered BPT short, I plan a reentry later
- bought exploratory position in CAJ, Canon
not really cheap at a PE of 16 for 2003. Earnings are of high quality however, since the FCF was almost equal to net earnings. Earnings have been growing fast during the last few years due to successful restructuring. Canon is the premium consumer electronics company with No 1 or 2 market shares in its business. Balance sheet is sterling with AA- credit rating. A lot of information about Canons track record can be found on its website:

canon.com
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